IFWM

Institute for Wealth Management Portfolio holdings

AUM $960M
1-Year Est. Return 26.73%
This Quarter Est. Return
1 Year Est. Return
+26.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$505M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.07M
3
+$1.87M
4
WBD icon
Warner Bros
WBD
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$821K

Top Sells

1
+$2.5M
2
+$1.44M
3
+$708K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$613K
5
VFH icon
Vanguard Financials ETF
VFH
+$584K

Sector Composition

1 Technology 18.92%
2 Financials 10.2%
3 Consumer Discretionary 9.53%
4 Healthcare 7.35%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$638K 0.13%
12,368
-6
202
$637K 0.13%
364
203
$634K 0.12%
16,953
-2,532
204
$633K 0.12%
4,483
-18
205
$631K 0.12%
4,352
+693
206
$631K 0.12%
14,450
-69
207
$630K 0.12%
9,222
-72
208
$629K 0.12%
13,690
+4
209
$629K 0.12%
26,346
-2,121
210
$628K 0.12%
6,000
-33
211
$626K 0.12%
1,059
212
$623K 0.12%
7,595
213
$621K 0.12%
4,561
-4,500
214
$620K 0.12%
3,605
215
$618K 0.12%
10,643
+345
216
$618K 0.12%
4,816
-745
217
$617K 0.12%
14,788
+9,200
218
$617K 0.12%
11,320
219
$615K 0.12%
7,183
-207
220
$611K 0.12%
1,478
221
$606K 0.12%
4,295
+717
222
$604K 0.12%
3,999
223
$598K 0.12%
3,735
+2,511
224
$596K 0.12%
6,435
-61
225
$596K 0.12%
14,971
7 8
9
10 11